The 2nd arrondissement — Bourse, Sentier, Opéra, Vivienne — is one of the economic hearts of Paris: corporate headquarters, finance houses, tech and creative businesses (the digital Sentier), liberal professionals. ASTERALE advises business owners, entrepreneurs and liberal professionals of the 2nd arrondissement with a open-architecture, 360° approach to wealth planning.
The 2nd arrondissement blends traditional finance (place de la Bourse, asset management companies, investment funds) with the new economy (the digital Sentier, start-ups, digital agencies). The profiles we advise: scale-up executives, consulting firm partners, traders and market professionals, founders and investors. The stakes: business sale, apport-cession 150-0 B ter (pre-sale share contribution), BSPCE/stock-option optimisation, family holding company.
Maxime, 42, founder of a SaaS start-up based in the Sentier, Series C raised, sale anticipated within 18 months. Estimated valuation: €28M, his stake: €9.5M. Current assets: an apartment in Paris 11th arrondissement (€820,000), savings of €230,000. ASTERALE prepared: creation of a family holding company, apport-cession 150-0 B ter ahead of the transaction, a post-sale reinvestment plan (real estate, financial markets, venture capital), a gift to his children via ownership splitting (démembrement). Tax saving on the sale: -€2.1M.
Apport-cession 150-0 B ter, holding company structuring, reinvestment plan: we master the entire process.
BSPCE, stock options, fundraising rounds, exit: full command of the specifics.
15 minutes by public transport from Arcueil.
No in-house products, unbiased advice.
Life insurance, PER, PEA, capitalisation contracts, securities accounts, discretionary management.
SCPI, LMNP, Malraux, Déficit foncier, bare ownership, Monuments historiques.
Income tax, IFI, capital gains, family holding company, apport-cession, pacte Dutreil.
PER, Madelin, article 83, TNS protection cover, spouse protection, supplementary schemes.
Gifts, ownership splitting (démembrement), pacte Dutreil, life insurance for estate planning.
Executive remuneration, business sale, holding company, OBO, corporate cash management.
Yes, ideally 12-24 months before the transaction. That is the optimal horizon for structuring a holding company and an apport-cession (pre-sale share contribution).
Yes, tax optimisation of both exercise and sale.
Yes, we systematically coordinate with your M&A lawyer and tax counsel.
Wealth management adviser · Founder of ASTERALE
Open-architecture firm in Arcueil & Paris — bespoke advice for high-net-worth individuals and business owners with wealth from €500,000. Holistic wealth planning, tax engineering, rigorous selection of best-in-class investments.
One hour to understand your situation, identify initial optimisation opportunities and determine whether we are the right answer to your wealth planning needs. In person or by video call. Book your slot directly below.
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